DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Fiduciary Capital Management LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Josiah CambeisEquitable Advisors, LLC national BDFiduciary Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 26, 2026Sep 5, 2026
Alfred DinicolaNamcoa mixed wealthFiduciary Capital Management LLC independent RIARIA to RIAJun 1, 2026Jun 29, 2026
Thomas B SanchezNamcoa mixed wealthFiduciary Capital Management LLC independent RIARIA to RIAMay 29, 2026Apr 6, 2026
Cory Reid NeumillerBonfire Financial, LLC independent RIAFiduciary Capital Management LLC independent RIARIA to RIAMay 6, 2026Jun 1, 2026
Marcus Lincoln ScottMokan Wealth Management independent RIAFiduciary Capital Management LLC independent RIARIA to RIAFeb 11, 2026Mar 16, 2026 (33 d)
Paul Joseph McintyreFirst Oregon, LLC unclassifiedFiduciary Capital Management LLC independent RIAOtherMay 12, 2025Apr 9, 2026 (332 d)
Kevin Joseph CarrollBuell Investment Advisors state registeredFiduciary Capital Management LLC independent RIAOtherMar 30, 2022Jun 12, 2026 (1535 d)
Xinyue GeLloyd Park, LLC otherFiduciary Capital Management LLC independent RIAOtherDec 8, 2017Jun 2, 2026 (3098 d)
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8 moves match.